Finance Analyst - Client

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

As a member of HL's Commercial Finance function, the Commercial Finance Analyst will be central to driving insight and shaping decisions across Client‑facing teams including Distribution, Marketing, and other commercial functions. Working closely with the Finance Business Partners (FBPs), this role delivers sharp analysis, dynamic modelling, and high‑impact reporting that influences strategic choices and fuels the continued growth and success of the business.

• Collaborate across the Client team to drive value across both revenue and cost while supporting Finance Business partners on key projects and strategic initiatives
• Support financial planning, reporting and performance tracking, including the creation of budgets, forecasts, monthly reporting packs and insightful commentary.
• Develop clear and impactful reporting and dashboards on revenue, margin, contribution, initiatives and sales and operational performance; work with operational teams to translate insights into meaningful action
• Support the development of business cases and financial models, challenging inputs where necessary to ensure robust and commercially sound recommendations.
• Analyse financial data and monitor market and business developments to identify trends, risks, and opportunities, providing clear recommendations to improve financial performance.
• Partner with business colleagues to produce insightful, timely, and well‑governed operational performance metrics, enabling effective performance management, accountability, and stronger commercial decision‑making.
• Work collaboratively with the wider Finance team to share best practice, embed continuous improvement, to optimise processes and enhance the overall quality of financial insight across the function.

• Experience from a professional consultancy or accounting practice, or commercial experience within a group function of a large and complex organisation
• Recently qualified to 3‑years' PQE
• Excellent financial modelling skills, with the ability to build clear, robust, and flexible models. BI tool experience is desirable but not essential.
• Strong analytical and data gathering capability, with experience across sales and promotions, and ROI tracking considered advantageous.
• Proactive, organised and self‑sufficient, with the ability to manage competing priorities in a fast‑paced environment.
• Skilled relationship‑builder, able to influence, negotiate, and handle challenging conversations confidently at all levels of the organisation.
• Solution focused mindset, able to digest complex information quickly and develop innovative, practical solutions to difficult problems.
• Comfortable working with a variety of systems, with a strong aptitude for learning new tools and technologies.
• Ability to transition between the big picture thinking and detailed analysis, synthesising financial and non‑financial insights from across the organisation.

The selection process will consist of a first‑stage competency‑based interview with a manager/s, followed by a final interview with the Head of Function / Commercial Finance Director to explore your commercial acumen, strategic thinking, and overall fit for the role.

This role is based in Bristol head office, BS1 5HL
. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office with a minimum of 2 days per week in the office.

Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other,…